CRD: 116251
Rainey & Randall Wealth Advisors, Inc.
$918.2M Total AUM
$914.0M Disc. AUM
6.1% 3Y CAGR
7 Employees
333 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2001
- Office Locations
- 2
Office Locations
610 Sycamore Street Suite 340 Celebration FL
-- Herndon VA
About Rainey & Randall Wealth Advisors, Inc.
Rainey & Randall Wealth Advisors is a specialist RIA built around the McDonald’s franchise and corporate community, guiding owner-operators and executives through retirement planning, ownership/exit transitions, cash-flow and legacy strategy using its Evergreen Formula. Portfolios emphasize diversified ETF-based allocation with fixed income. Custodies primarily at Charles Schwab and serves clients nationwide.
Team overview
29 AVG AGE
$229.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
13.6 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Unison pioneer Peak horizon Signal matrix Radial Crest
Client Personas
Insight
Investment Themes
Harbor
Investment Vehicles
Legacy
Services
Horizon Oak Beacon Optima ember Glacier Peak capital
Owner & Executives
MICHAEL DALE RAINEY
Chief Executive Officer, Partner
- CRD
- #2316398
- Ownership
- 50% but less than 75%
(297) 924-6920
alpha.pathway@focuscapital.com
in linkedin.com/in/frontier-pioneer
WAYNE FREDERICK RANDALL
President
- CRD
- #2173538
- Ownership
- 50% but less than 75%
(518) 210-5886
momentum.momentum@frontiercapital.com
in linkedin.com/in/quantum-timber
A
Atlas fusion
Optima ember legacy
- CRD
- #68933
- Ownership
- 22.0%
(323) 298-6554
pathway.vertex@matrixcapital.com
in linkedin.com/in/radial-element
Showing 2 of 3 owners & executives
Unlock allContacts
DILLON WAYNE DUNN
Associate Advisor
- CRD
- #7038428
(445) 338-7993
ridge.oak@frontiercapital.com
in linkedin.com/in/timber-zenith
JING QUAN
Analyst
- CRD
- #5923867
(658) 722-9387
vital.eagle@embercapital.com
in linkedin.com/in/capital-bridge
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $914,034,084 | $1,050,614 |
| Non-Discretionary | $4,158,214 | $1,039,554 |
| Total | $918,192,298 | $1,050,563 |
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Separately Managed Accounts
Total SMA Asset: $918,192,298
Equity - Exchange:
10.9% Corporate - Investment Grade:
10.0% Public Funds:
5.5% Municipal Bonds:
18.1% Cash:
5.7% Derivatives:
19.6% Equity - OTC:
14.6% U.S. Government/Agency:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $703,095,903 | 10.9% |
| Corporate - Investment Grade | $645,042,113 | 10.0% |
| Public Funds | $354,773,162 | 5.5% |
| Municipal Bonds | $1,167,526,225 | 18.1% |
| Cash | $367,674,005 | 5.7% |
| Derivatives | $1,264,282,542 | 19.6% |
| Equity - OTC | $941,761,485 | 14.6% |
| U.S. Government/Agency | $1,006,265,698 | 15.6% |
| Total | $6,450,421,133 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA PEAK HORIZON | RIDGE VECTOR | 8I28YM03O | LLOYT | 1.71% | $28,500,751 |
| PIONEER WAVE BRIDGE | CATALYST OPTIMA | A4PLW3C64 | FMI | 3.04% | $32,095,413 |
| FOUNDATION PATHWAY | CATALYST SUMMIT | E8DHN72NH | EADG | 9.16% | $26,191,099 |
| PRIME VERTEX LEGACY | VECTOR MOMENTUM | VSX7C4RRA | SCMC | 10.06% | $101,253,461 |
| VERTEX FOCUS VECTOR | INSIGHT EAGLE | RRRYS39F5 | RLPD | 8.62% | $45,762,898 |
| OAK FRONTIER CREST | INSIGHT TIMBER | 8M8KNVGEF | ESI | 7.59% | $6,563,302 |
| HARBOR PRIME UNISON | VALUE FRONTIER | XD8N4WYGJ | OIKN | 7.74% | $27,799,754 |
| PEAK MERIDIAN | BRIDGE FOCUS | 92228GYPZ | SDEFO | 6.80% | $50,449,006 |